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| Happy Holidays!! thanks for using AUM13F!! |
| Greenwood Gearhart Inc
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| CRD # | 110379 |
| SEC # | 801-17703 |
| CIK # | 0001084683 |
| AUM | $1.6 B (2025-03-07) |
| Employees | 23 (48% Investors, 0% Brokers) |
| Phone | 479-521-5353 |
| Address | 26 E Center St Fayetteville, AR 72701-4278 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Wal Mart Stores Inc | 56.8 | |
| Microsoft Corp | 50.4 | |
| Apple Inc | 47.1 | |
| Nvidia Corp | 44.7 | |
| Alphabet Inc | 30.7 | |
| Hunt J B Transport Services Inc | 27.1 | |
| Amazon Com Inc | 25.8 | |
| Facebook Inc | 21.3 | |
| J P Morgan Chase & Co | 19.7 | |
| Liberty Media Corp | 18.3 |
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | GG CT SPV 1 LLC | 2023-03-17 | 2.0 | |
| PE | GG Z SPV 1 LLC | 2023-03-17 | 4.9 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 535 | 149.8 |
| (b) Individuals (high net worth individuals) | 454 | 1,377.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 7.3 |
| (g) Pension and profit sharing plans | 33 | 78.7 |
| (h) Charitable organizations | 12 | 19.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,873 | 1,637.1 |
| By Discretionary | ||
| Discretionary | 2,688 | 1,624.0 |
| Non-Discretionary | 185 | 13.2 |
| Total | 2,873 | 1,637.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,637.1 | |
| Total | 2,873 | 1,637.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001084683] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cozad Asset Management Inc
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|
IL | 2.2 |
|
Gryphon Financial Partners LLC
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|
OH | 2.0 |
|
Post Road Group LLC
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|
CT | 1.9 |
|
Provenio Capital Management LLC
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|
CA | 1.6 |
|
Corundum Group Inc
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|
CO | 1.5 |
|
Legacy Knight MFO LLC
✚
|
TX | 1.5 |
|
Gries Financial LLC
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|
OH | 1.3 |
|
Arcadia Investment Partners LLC
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|
NY | 1.3 |
|
Northeast Financial Group Inc
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|
PA | 1.2 |
|
Canal Capital Management LLC
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|
VA | 1.2 |